Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNL Healthcare Properties II, Inc.N/A · Entity 154777 | Director | April 28, 2017 | April 28, 2017 |
| CommunityOne BancorpCOB · Entity 181438 | Director | October 26, 2016 | October 26, 2016 |
| SONIDA SENIOR LIVING, INC.SNDA · Entity 4563 | Director | June 11, 2026 | June 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CNL Healthcare Properties II, Inc.
Report date April 28, 2017 · Filed April 28, 2017
This filing explicitly reported no securities owned.
CommunityOne Bancorp
Report date October 26, 2016 · Filed October 26, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSpouse | 0 |
Reported balance
After 2016-10-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2016-10-26 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer and Capital Financial Bank. Pursuant to the merger agreement, as of the effective date, each issued and outstanding share of issuer common stock was converted into the right to receive either (i) $14.25 in cash or (ii) 0.43 shares of Capital Bank Financial Class A common stock, based on the holder's election and subject to proration. As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 2
1 source rowRow 2 · 2016-10-26 · Disposition to issuer · Disposed 23,575 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer and Capital Financial Bank. Pursuant to the merger agreement, as of the effective date, each issued and outstanding share of issuer common stock was converted into the right to receive either (i) $14.25 in cash or (ii) 0.43 shares of Capital Bank Financial Class A common stock, based on the holder's election and subject to proration. As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. |
| Employee StockSEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2024-10-01 | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-10-26 · Disposition to issuer · Disposed 1,977 · Balance 0 F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. |
| Employee StockSEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-07-31 | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-10-26 · Disposition to issuer · Disposed 1,977 · Balance 0 F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between the issuer and Capital Financial Bank. Pursuant to the merger agreement, as of the effective date, each issued and outstanding share of issuer common stock was converted into the right to receive either (i) $14.25 in cash or (ii) 0.43 shares of Capital Bank Financial Class A common stock, based on the holder's election and subject to proration. As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock.
F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio.
SONIDA SENIOR LIVING, INC.
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,132 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 4,132 · Balance 4,132 F1: Reflects a grant of restricted stock units ("RSUs") that will vest in full on June 11, 2027, which is the first anniversary of the grant date, subject to the director continuing as a member of the Issuer's Board of Directors until such time. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") that will vest in full on June 11, 2027, which is the first anniversary of the grant date, subject to the director continuing as a member of the Issuer's Board of Directors until such time.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 11, 2026 Filed Jun 15, 2026 23:59 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001533592-26-000003 · wk-form4_1781567957.xml · nonDerivative · entry 1 Martin J Chandler · CIK 0001533592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,132 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that will vest in full on June 11, 2027, which is the first anniversary of the grant date, subject to the director continuing as a member of the Issuer's Board of Directors until such time. Read SEC document |
| October 26, 2016 Filed Oct 26, 2016 18:11 UTC | CommunityOne Bancorp COB · Entity 181438 | Disposition to issuerEmployee Stock · Derivative | 1,977 | Not disclosed Strike: $16.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-147020 · doc4.xml · derivative · entry 4 Martin J Chandler · CIK 0001533592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,977 shares Expires 2025-07-31 F2 · price: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. F2 · derivative.exercise_date: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. Read SEC document |
| October 26, 2016 Filed Oct 26, 2016 18:11 UTC | CommunityOne Bancorp COB · Entity 181438 | Disposition to issuerEmployee Stock · Derivative | 1,977 | Not disclosed Strike: $16.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-147020 · doc4.xml · derivative · entry 3 Martin J Chandler · CIK 0001533592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,977 shares Expires 2024-10-01 F2 · price: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. F2 · derivative.exercise_date: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. Read SEC document |
| October 26, 2016 Filed Oct 26, 2016 18:11 UTC | CommunityOne Bancorp COB · Entity 181438 | Disposition to issuerCommon Stock | 23,575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-147020 · doc4.xml · nonDerivative · entry 2 Martin J Chandler · CIK 0001533592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between the issuer and Capital Financial Bank. Pursuant to the merger agreement, as of the effective date, each issued and outstanding share of issuer common stock was converted into the right to receive either (i) $14.25 in cash or (ii) 0.43 shares of Capital Bank Financial Class A common stock, based on the holder's election and subject to proration. As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. Read SEC document |
| October 26, 2016 Filed Oct 26, 2016 18:11 UTC | CommunityOne Bancorp COB · Entity 181438 | Disposition to issuerCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-147020 · doc4.xml · nonDerivative · entry 1 Martin J Chandler · CIK 0001533592 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between the issuer and Capital Financial Bank. Pursuant to the merger agreement, as of the effective date, each issued and outstanding share of issuer common stock was converted into the right to receive either (i) $14.25 in cash or (ii) 0.43 shares of Capital Bank Financial Class A common stock, based on the holder's election and subject to proration. As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.